Project Management TL and above Curriculum v7.0

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Project Management Curriculum
For Team Leader and above

Document Owner: Academy and Domain Services – Global PMO

Date: 29 June 2012

Version: 7.0

INTERNAL

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Project Management Curriculum (TL and above)

Document Information
Document

Document name: Testing Curriculum

Created by: Name: Santosh Rasputra  internal 2001, 

E-mail: SantoshDharnidharRasputra@hsbc.co.in

Revision History

Version Date Updated By Reason for Issue

0.1 23 October 2009 Santosh Dharnidhar Draft
Rasputra

0.2 16 November Santosh Dharnidhar Changes from updated DS actions and OH actions
2009 Rasputra template incorporated.

Changes from 3-November 2009 meeting
incorporated

0.3 27 November Santosh Dharnidhar Incorporated the eligibility criteria and updated
2009 Rasputra Assessment topics

0.4 16 December Santosh Dharnidhar Incorporated Sanjay’s comments and updated the
2009 Rasputra Eligibility criteria

1.0 16 December Santosh Dharnidhar To base line the document based on Sanjay’s
2009 Rasputra approval.

1.1 5 May 2010 Kshitija Kulkarni Addition of TL role in the Curriculum

1.2 11 May 2010 Global PMO Team Minor changes to the document

2.0 8 June 2010 Kshitija Kulkarni To baseline the document based on Sanjay
Saxena’s approval

2.1 25 August 2010 Kshitija Kulkarni Changes made to Assessment eligibility criteria
and Registration and Nomination sections

2.2 27 September Santosh Dharnidhar Incorporated changes suggested by Sanjay
2010 Rasputra

2.3 19 November Santosh Dharnidhar Assessment section has been updated
2010 Rasputra

2.4 29 November Santosh Dharnidhar Updated the assessment section based on review
2010 Rasputra comments

3.0 30 November Santosh Dharnidhar Baseline version post Sanjay Saxena approval
2010 Rasputra

3.1 27 April 2011 Anita Saha Incorporated changes to Learning Path and
Assessment information due to migration of
eCampus to GLMS

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Project Management Curriculum (TL and above)

Version Date Updated By Reason for Issue

3.2 02 May 2011 Anita Saha Updated changes in Learning Path as per changes
suggested by Domain Services

3.3 4 May 2011 Anita Saha Updated changes as suggested by Domain
Services

3.4 9 May 2011 Anita Saha updated course codes of ILT’s

4.0 13 May 2011 Anita Saha Baseline version post Sanjay Saxena approval

5.0 31 August 2011 Santosh Dharnidhar Baseline version following changes in the cutscore
Rasputra for the assessment

5.1 27 March 2012 Nagamallika Soorneedi Updated changes in Learning Path

5.2 27 March 2012 Vijnan Mandal Removed ‘Assessment Outcome’ section

5.3 10 April 2012 Madhulika Sinha Updated & incorporated changes as suggested by
Nagamallika Soorneedi

6.0 11 April 2012 Madhulika Sinha Baseline version post Sanjay Saxena’s
approval

6.1 28 June 2012 Madhulika Sinha Updated & incorporated changes in Learning Path
as suggested by Nagamallika Soorneedi

6.2 29 June 2012 Madhulika Sinha Changes added as suggested by Nagamallika
Soorneedi

7.0 29 June 2012 Madhulika Sinha Baseline version post Sanjay Saxena’s
approval

Reviewed By

Reviewer Business Unit Date

Satish Janardhanan Academy 2-November-2009

7-June-2010

Sanjay Saxena GPMO 27-October-2009

16-November-2009

27-November-2009

11-May-2010

17-May-2010

17-September-2010

29 November 2010

04 May 2011

06 May 2011

12 May 2011

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Project Management Curriculum (TL and above)

Reviewer Business Unit Date

Carl Fricke GPMO 3-November-2009

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Project Management Curriculum (TL and above)

Approved By

Approver Business Unit Date

Sanjay Saxena GPMO 16 December 2009

11 May 2010

17 May 2010

29 November 2010

12 May 2011

30 August 2011

11 April 2012

Satish Janardhanan Academy 16 December 2009

7 June 2010

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Project Management Curriculum (TL and above)

Table of Contents

Background...........................................................................................................................7
Intended Audience ................................................................................................................7
Role Pre-requisites................................................................................................................8
Role wise required competencies..........................................................................................9
Proficiency Scale ................................................................................................................ 10
Competency Description ..................................................................................................... 11
Learning Path...................................................................................................................... 13
Course name and Course Objectives .............................................................................. 16
Competency Assessment.................................................................................................... 18
Assessment levels .............................................................................................................. 18
Online Question bank based assessment ........................................................................... 18
Eligibility Criteria ................................................................................................................. 19
Assessment Results............................................................................................................ 19
Associate’s Development Plan ............................................................................................20
Registration and Nomination ...............................................................................................20
Do’s and don’t during the assessment.................................................................................21
Assessment Structure .........................................................................................................22
Assessment Topics .............................................................................................................22
High level assessment structure......................................................................................22
Topic: PM Code of Ethics ................................................................................................23
Topic: PM Knowledge Areas ...........................................................................................24
Topic: PM Framework .....................................................................................................29
Topic: PM Process ..........................................................................................................30
Curriculum Progression Criteria ..........................................................................................31
Completion Criteria .............................................................................................................31
Glossary of Terms...............................................................................................................32

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Project Management Curriculum (TL and above)

Background

The Project Management TL and above Curriculum is designed to enrich the practical skill set of the project
managers and to increase their capabilities, confidence, and rate of success for the assigned projects.

This curriculum has been developed by the Domain Services GPMO and Academy team.

The curriculum document provides information on:

 The competencies and the proficiency required to complete various project management tasks

 Training available for enhancing the capabilities

 Competency Assessment

 This curriculum specifically focuses on the associates within GLT. It is expected that this curriculum will be

extended across the HTS Community at a later date with additions if required.

Intended Audience

 Roles:

 Team Leader - TL

 Associate Project Manager – APM

 Project Manager – PM

 Senior Project Manager - SPM

 Associates who are currently working within HTS GLT and have varying degree of technical/ project

management knowledge and skills in the topics covered in this curriculum.

 Associates who are new to HSBC but have varying degree of technical/ project management knowledge and

skills in the topics covered in this curriculum.

 Associates who are new to some of the skills/knowledge/technology/tool defined in this curriculum.

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Project Management Curriculum (TL and above)

Role Pre-requisites

Role Pre-requisites Years of experience

Team Leader (TL) 5

Associate Project Manager (APM) 8
Project Manager (PM) 10
Senior Project Manager (SPM) 12

# Pre-requisites Description

Experience in change management procedures. For GLTi projects, refer RBPM
1
procedures.
2 Experience in handing issues, root cause analysis and taking corrective actions

3 Experience in handling diverse teams
4 Experience in knowledge management
5 Experience in managing project teams
Experience in managing stakeholders, communications, excellent negotiation and
6
communication skills
7 Experience in respective technology
Experience in risk management practices and organization specific risk management
8
processes. For GLTi projects, refer RBPM procedures.
Knowledge and experience in CMMI processes and RBPM methodology. For GLTi
9
projects, refer RBPM procedures.
10 Knowledge and experience in demonstrating these skills
Knowledge and experience of project management framework, PM knowledge areas, PM
11
processes
Knowledge and experience of project management framework, PM knowledge areas, PM
12
processes, estimation methodologies
Knowledge and experience of quality management processes. For GLTi projects, refer
13
RBPM procedures.
14 Knowledge in the respective functional domain
Knowledge of organization specific project initiation activities. For GLTi projects, refer
15
RBPM procedures.
16 Knowledge of Organization's CS initiatives

17 Knowledge of project closure activities. For GLTi projects, refer RBPM procedures.
Knowledge of Project planning activities and organization specific planning tools. For
18
GLTi projects, refer RBPM procedures.
19 Knowledge of regulation compliance and internal control standards

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Project Management Curriculum (TL and above)

Role wise required competencies

# Corporate Competencies TL APM PM SPM

1 2 2 1 1
Corporate Sustainability
2 3 2 1 1
Diversity

3 Culture and engagement 3 2 2 1

# Behavioral Competencies TL APM PM SPM

1 Communicating to Influence 4 3 2 1

2 Leadership Skills 4 3 2 1

3 Managing Business Change NA 4 2 1

4 Negotiation skills 4 3 2 1

# Role Competencies TL APM PM SPM

1 4
Change Management 3 2 1
2 4
Human Resources Management 3 1 1
3 4
Issue Management 3 2 1
4 4
Knowledge Management 3 2 1
5 3
Process Compliance 2 2 1
6 4
Project Closure 2 1 1

7 4
Project Communications Management 3 1 1
8 4
Project Cost Management 3 2 1
9 4
Project Initiation 2 2 1
10 4
Project Planning 3 2 1
11 3
Project Quality Management 2 2 1
12 4
Project Risk Management 3 2 1

13 4
Project Scope Management 3 2 1
14 4
Project Time Management 3 1 1
15 3
Regulatory Compliance 3 2 1
16 3
Technical Leadership 2 NA NA
17 Basics of Project Management 2 NA NA NA

# Functional Competencies TL APM PM SPM

1 3 3 2 1
Functional Domain knowledge

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Project Management Curriculum (TL and above)

Proficiency Scale

Level Definition Description

New to the job, is able to do the job but unable to meet the
5 Novice
standards and requires total supervision.
A person who is a beginner and is able to do the job though
not yet consistently to the required standards and needs
4 Learner
frequent supervision.
This indicates the person needs much help to do the job
A person who has some experience and is able to do the job
to the required standards consistently, on a routine basis with
3 Proficient
occasional supervision. This indicates the person can do
without much help to do the job
An experienced person, able to do the job to the required
2 Professional
standards consistently without any supervision
A person who is recognized as an authority for his/her ability
1 Expert to do the job to exemplary standards independently and one
who is also able to coach others

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Project Management Curriculum (TL and above)

Competency Description
Applicable to all TL and above job roles

# Competency Description

Associates should be able to manage change requests
using the organization specific change management
process by performing impact analysis of the change
1 Change Management
requests, communicating the impact to the stakeholders to
obtain approval, implementing and controlling the
approved changes

Associates should be able to communicate at the right time
2 Communicating to Influence and to the right audience, should be able to influence to
get the required results
Associates should participate and encourage team
3 Corporate Sustainability
members to participate in CS activities
Associates should be able to understand the corporate and
4 Culture and engagement company culture in a Global environment, cascade it to the
team and ensure that the team also follows the same
5 Diversity Associates should encourage diversity in the team
Associates should have the functional knowledge of the
6 Functional domain Knowledge project domain. Example: Cards, HUB, Core Banking,
Wealth management etc.
Associates should be able to prepare the human resources
plan, acquire and develop the project team, manage the
7 Human Resources Management
team throughout the project by resolving conflicts,
mentoring, training and providing feedback
Associates should be able to resolve the issues, identify
8 Issue Management
root causes and take corrective actions, as required
Associates should be able to perform the knowledge
9 Knowledge Management management activities, prepare and implement succession
planning

Associates should be able to demonstrate leadership and
10 Leadership Skills
show direction to the team
Associates should be able to understand and manage
11 Managing Business Change
change in a Global Business Environment
Associates should possess the questioning and listening
skills, demonstrate persuasion and assertiveness.
12 Negotiation skills
Understand the financial considerations and work towards
a win-win situation in the Group Negotiations
Associates should make sure that the project adheres to
13 Process Compliance
the CMMI and RBPM processes
Associates should be able to manage the project closure
14 Project Closure
activities as per the organization defined process
Associates should be able to prepare the communications
Project Communications
15 management plan, manage the stakeholders' expectations,
Management
manage escalations and report status to the stakeholders
Associates should be able to prepare the cost estimate,
16 Project Cost Management
plan and control the costs throughout the project
Associates should be able to manage the project initiation
activities like Project ID creation, prepare the required
17 Project Initiation
project initiation documents like TOR/DSA/ITSA etc., as
applicable and get the customer's sign-off on the same.

Associates should be able to prepare the project
18 Project Planning
management and subsidiary plans using the organizational

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Project Management Curriculum (TL and above)

# Competency Description

templates and get stakeholder sign-off on the plans, as
applicable
Associates should be able to prepare the quality
19 Project Quality Management management plan, perform quality assurance activities and
control the quality throughout the project
Associates should be able to prepare the risk management
20 Project Risk Management plan, prepare risk response plan, implement and control
risks.
Associates should be able to manage scope throughout
21 Project Scope Management the project, prepare scope statement, manage scope
changes as per the change management process
Associates should be able to define and estimate for the
activities, prepare the project schedule by analyzing the
22 Project Time Management activity relationships, requirements and constraints. APM
should control the changes to the schedule baseline
throughout the project
Associates should adhere to the regulatory compliance
23 Regulatory Compliance and make sure that the project team also adheres to the
same as per the organization specific needs
Associates should be able to provide technical guidance to
24 Technical Leadership the team members, review and provide feedback on the
technical documents prepared by the team members
Understanding the fundamentals of Project Management
25 Basics of Project Management
and its application

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Project Management Curriculum (TL and above)

Learning Path

The courses listed below are applicable to the following job roles:
1. Associate Project Manager

2. Project Manager

3. Senior Project Manager

The training along with the project exposure and years of experience will enable the associates to acquire the
required competency level.

Training Duratio
# Competencies Course Code Course Name Delivery n
Mode (Hours)

Communicating Interpersonal Communication:
1 SST_comm_21_a01_bs_enus eLearning 1
to Influence Communicating with Confidence

Cost Project Management Overview
2
Management Project Management Process eLearning 1.5
SST_proj_05_a02_bs_enus
Groups eLearning 2
Time SST_proj_05_a03_bs_enin
3 PMBOK®Guide 4thEdition - Self Book
Management Study

Negotiation Essentials: Avoiding
4 Negotiation skills SST_comm_24_a05_bs_enus eLearning 1
Pitfalls in Negotiations
Issue Project Management Overview
5
management Project Management Process eLearning 1.5
SST_proj_05_a02_bs_enus
Groups eLearning 2
Risk SST_proj_05_a03_bs_enin
6 PMBOK®Guide 4thEdition - Self Book
Management Study

Knowledge on The Banking Industry Overview:
7 SST_indo_01_a06_bs_enus eLearning 1
Regulations Version 3
Leadership Manager Development Program III Classroom
8 ILT230320111644CMT 24
Skills (MDP III) Training
Leadership Project Leadership Management Classroom
9 ILT230320111639CMT 24
Skills and Communication at HSBC Training
Managing
Managing in a Global Business
10 Business SST_mgmt_02_a01_bs_enus eLearning 3
Environment
Change

11 Knowledge
Management

12 Managing Scope
Human
13 Resources
Management
Change Project Management Overview
14 Management SST_proj_05_a02_bs_enus Project Management Process eLearning 1.5

Groups eLearning 2
15 Project Closure SST_proj_05_a03_bs_enin
PMBOK®Guide 4thEdition - Self Book
Project Study
16 Communications
Management
17 Project Initiation

18 Project Planning
Quality
19
Management
20 Culture and SST_comm_26_a01_bs_enus Culture and Its Effect on eLearning 1

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Project Management Curriculum (TL and above)

engagement Communication
Unconscious Bias Learning For
21 Diversity CUR071020111800KS eLearning 1
Managers
Functional Banking for Developers – Basic
ILT230320111830CMT Classroom
22 domain Banking for Developers - 24
ILT230320111831CMT Training
Knowledge Advanced
Managing
Leadership Essentials: Leading
23 Business SST_lead_05_a07_bs_enus eLearning 1
Change
Change
Technical
24 **
Leadership
Functional
25 domain ***
Knowledge
Corporate
26 ****
Sustainability

The courses listed below are applicable to the following job role:
1. Team Leader
# Competencies Course Code Course Name Training Duration
Delivery (Hours)
Mode

1 Regulatory SST_indo_01_a06_bs_enus The Banking Industry Overview: eLearning 1
Compliance Version 3

Training
Duration
# Competencies Course Code Course Name Delivery
(Hours)
Mode

Unconscious Bias Learning For
1 Diversity CUR071020111800KS Managers eLearning 1

Corporate
2 ****
Sustainability
Project Management Overview
Project Management Process eLearning 1.5
Quality SST_proj_05_a02_bs_enus
3 Groups eLearning 2
Management SST_proj_05_a03_bs_enin
PMBOK®Guide 4thEdition - Self Book
Study

Training
Duration
# Competencies Course Code Course Name Delivery
(Hours)
Mode

Culture and SST_comm_21_a05_bs_enu Interpersonal Communication: Being
1 eLearning 1
Engagement s Approachable
Leadership Classroom
2 ILT191220111627MSD Leadership Transition (T1) 16
Skills Training
Negotiation SST_comm_24_a04_bs_enu
3 Negotiation Essentials: Persuading eLearning 1
Skills s
Communicating SST_comm_21_a01_bs_enu Interpersonal Communication:
4 eLearning 1
to Influence s Communicating with Confidence
5 Basic of Project Project Management Overview
Management SST_proj_05_a02_bs_enus Project Management Process eLearning 1.5
eLearning 2
6 Project Initiation SST_proj_05_a03_bs_enin Groups
Book
7 Project PMBOK®Guide 4thEdition - Self

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Project Management Curriculum (TL and above)

Planning Study
Managing
8
Scope
Change
9
Management
Human
10 Resources
Management
Knowledge
11
Management
12 Project Closure
Time
13
Management
Cost
14
Management
Risk
15
Management
Issue
16
management

Note:

--- All e-learning courses available at
http://hsbcbusinessschool.global.hsbc/OneLearning/app/management/LMS_LearnerHome.aspx?FromLogin=1

* Course code not available.

** Technical Leadership- Global PMO is not responsible for trainings in this area. The associates are
expected to acquire the relevant experience in the respective technical field and attend the trainings as per the
project requirement.

*** Functional Domain Knowledge - Global PMO is not responsible for trainings in this area. Function
domain trainings would be conducted based on the project requirement. It is expected that the associates will
acquire the required functional skills.

**** Corporate Sustainability- Global PMO is not responsible for the training in this area. It is expected
that the associate would have sufficient knowledge of the same through the corporate
communications/events.

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Project Management Curriculum (TL and above)

Course name and Course Objectives

# Course Name Course Objectives

To impart basic concepts of banking and accounting to the
1 Banking For Developers
participants
The Importance of Approachability
Interpersonal Communication:
2 Reaching Out to Others and Inviting Others In
Being Approachable
Putting Others at Ease and Building Rapport
This training provides practical insights into the role of people
managers in delivering diversity at HSBC. The training covers:
- Recognise your unconscious bias and how this impacts your
Unconscious Bias Learning For decisions
3
Managers - Understand how inclusive behaviours can positively impact your
team's performance
- Be able to use and consider different viewpoints to make better
decisions and encourage innovation
To demonstrate values & mindsets of inspirational leadership.

Manager Development Program III
4 To develop the personal attributes desired in a leader, desired
(MDP III)
ways of behaving, ways of thinking or feeling.

Recognizing Obstacles to Change
recognize various types of change obstacles in an organization
Introducing Change
match roots of inertia with actions that help combat and replace
Leadership Essentials: Leading
5 them with imperatives
Change
recognize appropriate ways to communicate change
Leading through Change
use appropriate techniques as a leader to introduce and follow
through with change, in a given scenario
Strategies for Being a Persuasive Negotiator
6 Negotiation Essentials: Persuading Practice: Using Persuasive Strategies in a Negotiation
Dealing with a Difficult Person in a Negotiation
Advantages and Elements of Confident Communication
Interpersonal Communication:
7 Trust, Credibility, and Communicating Confidently
Communicating with Confidence
Confident Communication Behavior
Lesson Overview - recognize value of knowing about banking
industry
Banking Value Chain and Business Model
Primary Sectors and Key Players in Banking
Current Trends in the Banking Industry
Lesson Overview - recognize benefits of knowing key issues and
challenges facing banking industry
The Banking Industry Overview:
8 Regulatory Issues in Banking
Version 3
The Challenge of Managing Banking Risks
Competition and Marketing Challenges in Banking
Lesson Overview - recognize benefits of knowing successful
banking strategies
Managing Risk and Compliance in Banking
Strategic Responses for Survival and Growth
Customer-focused Strategies in Banking

Managing strategic change

Managing in a Global Business
9 Change and Understanding transitioning
Environment

Implementing change
To enable the first level managers acquire the basic skills to
Project Leadership Management effectively and efficiently manage teams as second level
10
and Communication at HSBC managers.

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Project Management Curriculum (TL and above)

To provide participants with the tools necessary to enhance and
build on their leadership skills
Negotiation Essentials: Avoiding Common Errors Negotiators Make
11 Pitfalls in Negotiations Avoiding Negotiation Traps
Diagnosing Barriers to Agreement in a Negotiation
This course attempts to explain various dimensions of a culture
and how they affect the communication between individuals from
Culture and Its Effect on different cultures by identifying the requirements of successful
12 cross-cultural communication. The course takes you through the
Communication
communication styles for high or low-context situations and
provides some key guidelines to improve your cross-cultural
communication based on Hofstede's cultural dimensions model.
Project Management Processes
Project Management Process Interactions
Initiating Processes
Project Management Process
13 Planning Processes
Groups
Executing Processes
Monitoring & Controlling Processes
Closing Processes
Project Life Cycle
Project Phases
Introduction to Project Management Process Groups
14 Project Management Overview
Life Cycles, Phases, and Process Groups Exercise
PMI® and the PMBOK® Guide
The Knowledge Areas
To help participants understand the mindset shift required to
15 effectively transition from Individual Contributor to First Line
Leadership Transition (T1)
Manager.

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Project Management Curriculum (TL and above)

Competency Assessment

The Competency Assessment is aimed at achieving the following objectives:
 To be able to assess an associate’s current competency level against the required competency level based on

the competencies identified by GPMO Domain.

 By way of assessment results be able to provide inputs to GPMO Domain to create roadmap for identifying and

developing associates who may be candidate for higher roles; thus to be able to motivate the associate to

achieve higher competency levels.

 To conduct assessments for the identified competencies required for effective job performance

 Assessment on Behavioural competencies is currently not in the scope.

 Type of Competency assessments:

 Online Question Bank based assessment

 Interview based assessment

 External Certification

 On the job evaluation

Note: For GPMO Domain only Online Question Bank based assessment approach has been implemented.
Interview based assessment, External certification and on the job evaluation are currently at the discretion of the
associates line manager/ GPMO Domain Head.

Assessment levels

Role Competency Level Definition

Team Leader 4 Learner
Associate Project Manager 3 Proficient
Project Manager 2 Professional
Senior Project Manager 1 Expert

Online Question bank based assessment

 The online question bank based assessment is managed by Academy for GPMO Domain

 Duration of the assessment is one hour

 Maximum number of questions is 60

 Questions type: Objective questions- single choice, Multiple choice with one correct option

 Each correct answer has a maximum score of 1

 Associates are required to take the assessment at workstations located at Academy office if held at GLT

premises. Where the assessments are held outside GLT premises, the assessments are conducted in a

proctored environment

 Validity of the assessment: Two years from the date of successful attempt

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Eligibility Criteria

 An associate has to qualify as per the pre-requisites mentioned in this Curriculum document in order to attempt

an assessment. The associate's Project Manager has to verify the eligibility and approve the associate's

nomination.

 An associate planning to appear for a particular assessment is required to take the respective line manager’s

approval. While registering for the assessment, an approval notification email will be sent to the respective line

manager. The line manager has to approve upon receiving the notification email. Without manager’s approval,

associate will not be able to take the assessment.

 An associate, who does not successfully complete the assessment in the first or subsequent attempts, can

appear for the assessment later per his/ her convenience.

 It is recommended to complete the relevant trainings before taking the assessment.

Assessment Results

The following rules govern the assessment score recording, storage and broadcast procedures:
 The assessment scores will be available to the associate immediately on the screen after selecting the submit

button.

 Completing the assessment feedback form is mandatory.

 For each assessment the scores will be rated as per the following table:

Result Percentage Score

Successful 60% or above
Needs Improvement Less than 60%

 A certificate is issued to all successful associates for the respective/ attempted assessment. The publishing and

distribution of the certificates is managed by the Academy.

 Results and profile report is available on GLMS MyLearning. An associate can view the score and profile report

of the assessment on MyLearning upon completion of the assessment.

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Project Management Curriculum (TL and above)

Associate’s Development Plan

 After an assessment is completed, individual associate can view the result and profile report on GLMS

MyLearning. The profile report contains topic/ subtopic wise score of the associate.

 The associate is encouraged to share the detailed profile results to work with their line manager for improving

capabilities. It is expected that the line manager would use this report to create a development plan. The typical

development plan includes

o Identifying training areas

o Development and coaching for associates who have not been successful

o Providing specific feedback and agreeing on a development plan with an end date for action plan

and reassessment date

 Academy may also share the profile reports of associates who need improvement with the respective BU head.

 It is the responsibility of the respective BU head to ensure that the data shared by the Academy CA team is

used for

o Acknowledging the associates who have been successful in the assessment

o Set the development plans for associates who need improvements

Registration and Nomination

 Assessments are conducted based on nomination captured through online registration facility where all GLT

(GLTi, GLTc, GLTb) associates can register for assessments.

 An e-mail communication regarding the assessment registration open and close dates is sent to all GLT

Associates.

 Registration criteria:

 All associates who meet the pre-requisites are eligible for registration

 It is recommended that associates keep three calendar months gap between assessments. This is

not mandatory though

 The associates must accept the Terms and conditions of the assessment. Terms and conditions

are detailed on Academy SharePoint portal.

 URL for assessment calendar and online registration facility is:

http://teams.in.hsbc/hts/Academy/CCA/default.aspx

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Project Management Curriculum (TL and above)

Do’s and don’t during the assessment

 Associates appearing for the assessment are required to carry GLT ID card on person.

 No material, notes, writing pads are allowed at the assessment venue.

 Associates are required to be present in person, 15 minutes before the start of the scheduled assessment.

 Associates reaching late to the assessment venue are not allowed to attempt the assessment on that

scheduled date/time.

 All associates appearing for the assessment are required to switch off communication devices such as Mobile

Phones, PDA’s and laptops.

 Associate are not allowed to leave the assessment venue during the assessment i.e. for one hour.

 When the assessment is in progress, associates are not allowed to open any other applications such as Lotus

Notes, Sametime, Home drive, and project drive etc. on the machine.

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Project Management Curriculum (TL and above)

Assessment Structure

The assessment structure is based on the Blooms taxonomy

Weightage / Complexity Map

Bloom Learner Proficient Professional Expert

# Description

1 Knowledge 40% 30% 20% 10%
Comprehensi
2 on 40% 30% 20% 10%

3 Application 10% 20% 30% 40%

4 Analysis 10% 20% 30% 40%

Total 100% 100% 100% 100%

Number of Questions

Bloom Learner Proficient Professional Expert

# Description

1 Knowledge 24 18 12 6
Comprehensi
2 on 24 18 12 6

3 Application 6 12 18 24

4 Analysis 6 12 18 24

Total 60 60 60 60

Assessment Topics

Assessment topics describe the syllabus (topics/ subtopics) for various levels of competency assessments. It

describes the detailed course curriculum for the preparation of Competency Assessment.

High level assessment structure

# Topics

1 PM Code of Ethics

2 PM Knowledge Areas

3 PM Framework

4 PM Processes

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Project Management Curriculum (TL and above)

Topic: PM Code of Ethics

Sub-Topic Details ( Provide Description) Assessment Objectives Bloom's Level
Name
Understanding of the code of Ability to recall the code of Knowledge
conduct 'Responsibility': conduct 'Responsibility'

Ability to interpret the code of Comprehension
• Description of the code of conduct
conduct 'Responsibility'
Responsibility 'Responsibility'
• Aspirational Standards for the code Ability to analyze the aspirational Analysis
of conduct 'Responsibility' standards for 'Responsibility'
• Mandatory Standards for the code Ability to analyze the mandatory Analysis
of conduct 'Responsibility' standards for 'Responsibility'
Understanding of the code of Ability to recall the code of Knowledge
conduct 'Respect': conduct 'Respect'
Ability to interpret the code of Comprehension
• Description of the code of conduct conduct 'Respect'
Respect 'Respect' Ability to analyze the aspirational Analysis
• Aspirational Standards for the code standards for 'Respect'
of conduct 'Respect' Ability to analyze the mandatory Analysis
• Mandatory Standards for the code standards for 'Respect'
of conduct 'Respect'
Understanding of the code of Ability to recall the code of Knowledge
conduct 'Fairness': conduct 'Fairness'
• Description of the code of conduct Ability to interpret the code of Comprehension
'Fairness' conduct 'Fairness'
Fairness
• Aspirational Standards for the code Ability to analyze the aspirational Analysis
of conduct 'Fairness' standards for 'Fairness'
• Mandatory Standards for the code Ability to analyze the mandatory Analysis
of conduct 'Fairness' standards for 'Fairness'

Understanding of the code of Ability to recall the code of Knowledge
conduct 'Honesty': conduct 'Honesty'

Ability to interpret the code of Comprehension
• Description of the code of conduct
conduct 'Honesty'
Honesty 'Honesty'
Ability to analyze the aspirational Analysis
• Aspirational Standards for the code
standards for 'Honesty'
of conduct 'Honesty'
• Mandatory Standards for the code Ability to analyze the mandatory Analysis
standards for 'Honesty'
of conduct 'Honesty'

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Project Management Curriculum (TL and above)

Topic: PM Knowledge Areas

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

Identify the concept and
Knowledge
contents of Project Charter

Identify the contents of a Project
Knowledge
Management Plan

Understanding of the Project Identify the input, output, Tools
Integration Management concepts and Techniques for all Project
Knowledge
and processes as given below: Integration Management
Processes
• Project Charter Analyze the Project Integration
Project • Develop Project Management Management Processes Analysis
Integration Plan
Management • Direct and Manage Project Interpret the Project Integration Comprehension
Execution Management Processes
• Monitor and Control Project Work Analyze change management
• Perform integrated Change process Analysis
Control
• Close Project or phase Ability to apply the Tools and
Techniques of the Project
Integration Management
Application
Processes like Change control
meetings, Expert judgment etc.
for a given scenario

Identify the input, output, Tools
and Techniques for all Project Knowledge
Scope Management Processes

Analyze the Project Scope
Analysis
Understanding of the Project Scope Management Processes
Management concepts and Recall the concepts of WBS,
processes as given below: WBS Dictionary, Scope Knowledge
Project Scope • Collect requirements Baseline
Management • Define scope
• Create WBS Recall Product scope and
Knowledge
• Verify Scope Project Scope
• Control scope Ability to apply the Tools and
Techniques of the Project Scope
Management Processes like
Application
Group Creativity Techniques,
Product Analysis etc. for a given
scenario

Recall the basic concepts and
definitions of quality in project Knowledge
management

Analyze the different quality
Understanding of the Project Quality management approaches like
Management concepts and Total Quality Management Analysis
Project Quality processes as given below: (TQM), Six Sigma, Cost of
Management • Plan quality Quality etc.
• Perform quality assurance
• Perform quality control Describe the various standards
in project quality planning like Knowledge
ISO, CMMi etc.
Derive cost of quality from cost
of conformance and cost of Comprehension
nonconformance

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Project Management Curriculum (TL and above)

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

Recall the project Quality
Knowledge
metrics and checklists

Explain project quality control
Comprehension
tools

Differentiate between quality
Application
assurance and quality control

Identify the key benefits of
Knowledge
quality audits

Identify the tools and techniques
Knowledge
for quality control

Ability to apply the relevant tools
and techniques for project
Application
quality control activities in a
given business scenario

Analyze the Project Time
Analysis
Management Processes

Identify the input, output, Tools
and Techniques for all Project Knowledge
Time Management Processes

Describe the PDM logical
Understanding of the Project Time
relationships in Project Network Knowledge
Management concepts and
Diagram
processes as given below:
• Define activities Recall the concept of Critical
Project Time Knowledge
• Sequence activities Path Method (CPM)
Management
• Estimate activity resources Analyze various schedule
• Estimate activity durations compression Techniques like Analysis
• Develop schedule crashing, fast tracking etc.
• Control schedule
Ability to apply the Tools and
Techniques of Project Time
Management Processes like
Schedule compression, Application
resource leveling, Variance
analysis etc. for a given
scenario

Identify the process of
Knowledge
estimating project costs

Identify the estimation
techniques such as Analogous, Knowledge
Bottom Up, Parametric

Understanding of the Project Cost Describe the concept of cost of
Knowledge
Management concepts and quality
Project Cost
processes as given below:•
Management Differentiate between
Estimate costs• Determine budget•
Control costs Contingency reserves and Analysis
management reserves

Explain the concepts of project
Comprehension
budget and cost baseline

Identify the process of
submitting project funding Knowledge
requirements

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Project Management Curriculum (TL and above)

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

Analyze the funding limit
Analysis
reconciliation approach

Apply the process of controlling
project cost using earned value Application
management

Describe the concepts of
variance analysis and
Knowledge
performance measurement
analysis

Compute Budget Forecasts like
"Budget At Completion" (BAC)
Application
and "To Complete Performance
Index" (TCPI)

Interpret the concept of EVM Comprehension

Identify the input, output, Tools
and Techniques for all Project
Knowledge
Human Resource Management
Processes

Analyze the Project Human
Resource Management Analysis
Processes

Describe the various Roles &
Responsibility charts like RAM Knowledge
etc.
Understanding of the Project
Human Resource Management State the contents of a Human
concepts and processes as given Resource Plan Knowledge
Project Human
below:
Resource State the techniques to develop
• Develop human resource plan Knowledge
Management a Project team
• Acquire project team
• Develop project team Analyze various conflict
Analysis
• Manage project team management techniques

List the various personal and
interpersonal skills required by a Knowledge
project manager

Ability to apply the Tools and
Techniques of Project Human
Resource Management
Processes like Negotiation, Application
Acquisition, Co-location, Ground
rules, Networking etc. for a
given scenario

Identify the stakeholders and
Knowledge
their attributes
Understanding of the Project
Communications Management Explain the process of preparing
concepts and processes as given stakeholder management Comprehension
Project
below: strategy
Communicatio
ns • Identify stakeholders Explain the key process steps to
• Plan communications
Management • Distribute information manage project stakeholder Comprehension
expectations and project
• Manage stakeholder expectations communication
• Report performance
Identify the communication
Knowledge
needs of project stakeholders

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Project Management Curriculum (TL and above)

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

Describe the contents of the
communication management Knowledge
plan

Identify the steps for
establishing communication Knowledge
network in a project team

Summarize Information
distribution and performance Comprehension
reporting for the project

Ability to apply the Tools and
Techniques of Project
Communications Management
Processes like Stakeholder Application
analysis, Expert Judgment,
Communication models etc. for
a given a scenario

Identify the input, output, Tools
and Techniques for all Project Knowledge
Risk Management Processes

Analyse the Project Risk
Analysis
Management Processes

State the contents of Risk
Knowledge
Management Plan

State the concepts of a Risk
Understanding of the Project Risk Register and Risk Breakdown Knowledge
Management concepts and Structure (RBS)
processes as given below:
Describe the Probability Impact
• Plan risk management Knowledge
Project Risk Matrix
• Identify risks
Management
• Perform qualitative risk analysis Analyze various Risk Response
Analysis
• Perform quantitative risk analysis Methods
• Plan risk responses
• Monitor and control risks Analyze the various quantitative
Risk Analysis and Modeling
techniques like Sensitivity Analysis
analysis and Expected Monetary
Value Analysis

Ability apply the Tools and
Techniques of Project Risk
Management Processes like
Application
SWOT Analysis, Expert
Judgment, Assumptions analysis
etc. for a given scenario

Ability to analyze the "make or
buy" decisions for given
Understanding of the Project Analysis
scenarios in project procurement
Procurement Management
Project management
concepts and processes as given
Procurement
Management below:• Plan procurements• Identify different types of Knowledge
Conduct procurements• Administer contracts
procurements• Close procurements
Recall the various types of
Knowledge
procurement documents

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Project Management Curriculum (TL and above)

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

Describe the Procurement
management concepts like
bidder conference, contract Knowledge
negotiation, techniques for
evaluation of proposals

Explain the concepts of payment
systems and claims
Comprehension
administration in project
procurement management

Identify the parameters for
evaluating contract performance
in various procurement contracts Knowledge
like Fixed Price, Time & Material
etc.

Explain the Procurement Audit
Comprehension
process

Explain the process of settling
the claims in Project Comprehension
Procurement Management

Identify the steps for closing a
contract in Project Procurement Knowledge
Management

Ability to apply the Tools and
Techniques of Project
Procurement Management
Processes like Make-or-buy Application
analysis, expert judgment,
Proposal evaluation techniques
etc. for a given scenario

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Project Management Curriculum (TL and above)

Topic: PM Framework

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

State the basic concepts and
definitions of the Project Knowledge
Management Framework
Explain the key features of Project,
Understanding of various concepts of Program and Portfolio Comprehension
Project Management and their Management
relationship: Identify roles and responsibilities of
• Definition of a Project and Project a project manager Knowledge

Management Identify the roles and
• Project Stakeholders responsibilities of a Project Knowledge
Basics of Project • Relationship among project management office
Management management, program management,
Differentiate between operations
portfolio management, project Analysis
and projects
management and operations
management Identify various Enterprise
• Role of a project manager, environmental factors that can Knowledge
Interpersonal skills influence a project
• Enterprise environmental factors Identify the role of the stakeholders Knowledge
in a project
Relate the role of stakeholders
having different power and interest Application
in the project
Differentiate between product and
Analysis
Project Life project life cycle
• Characteristics of Project Life Cycle
Cycle • Characteristics of Project Phases Identify and understand various Knowledge
Project Phases

Identify organizational structures
like functional, matrix etc. and their Knowledge
influence on project management

Explain the features of different
Organizational Structures and their organizational structures like Comprehension
Organizational
influence on Project success: functional, matrix etc.
Influences on
Project • Organizational cultures and styles Identify and understand various
Management • Organizational Structure organizational process assets that Knowledge
• Organizational Process Assets can influence a project's success

Distinguish between the key
features of different organizational
Analysis
structures like functional, matrix
etc.

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Project Management Curriculum (TL and above)

Topic: PM Process

Sub-Topic
Details ( Provide Description) Assessment Objectives Bloom's Level
Name

Analyze the common project
Understanding of the Project management process group Analysis
management process groups, their interactions
interactions, processes within the
process groups, their relationship with Ability to identify the relevant
the project management knowledge project management process Knowledge
areas, their inputs and outputs: groups for the given scenario
Project • Project Management Process
Management Groups
Explain the various input, outputs
Processes for a • Common Project Management
like Project Charter, Project
Project Process Interactions
Management Plan etc. for the Comprehension
• Initiating process group
different project management
• Planning process group
process groups
• Executing process group
• Monitoring and Controlling process Ability to apply the relevant
group processes of the project
Application
management process groups for a
given scenario

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Project Management Curriculum (TL and above)

Curriculum Progression Criteria

 This curriculum document has four proficiency levels, Learner, Proficient, Professional and Expert, which is

the natural progression path for a learner.

 An associate is expected to take all the courses.

 An associate has the flexibility to complete the training at their convenience without having to follow a rigid

path, until there is a defined pre-requisite.

Completion Criteria

 For successful completion, an associate should score 60% or above in the respective assessment.

 The training, project exposure, years of experience, functional competencies and assessments enables the

associate attain the required competency level (Current and future).

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Project Management Curriculum (TL and above)

Glossary of Terms

Term Description

GPMO Global Project Management Office
Academy Academy at GLT

A curriculum ( Plural : Curricula ), consists of defined learning path supported by
Curriculum specific training/learning interventions to service the needs of a specific role as it
migrates from one level of competency to the next.
Proficiency Is the measure for how good someone is at a skill or Capability

Experience (in Relevant experience in months, within and outside HSBC. This is an attribute of the
months) role.

A task is a set of actions that accomplish a job or an assignment. A task is an
Tasks
activity that needs to be accomplished that is relevant to the role.

Assessment The assessment is used to help the associate learn and measure progress.

Job Family Broad area or field of work. For egg. Architecture, Project Management

Present or current profile that the associate is working in. For example Junior
Job Role
Programmer, Senior Programmer, Associate Project Manager, Project Manager etc.

Course Duration Length of the course in hours

Delivery Mode Modality of the existing course - ILT/WBT/eLearning

Mandatory / To indicate whether a course is to be mandated for learning or recommended as
Recommended additional reference for the role.

Course Link Repository or the source of the existing course(s)

Certification is a designation or recognition earned by an associate to perform the
Certification
task in his/her job role.

The quality of being competent; adequacy; possession of required skill, knowledge,
Competency
qualification, or capacity

Code of the course, if any. Generally, there is a unique identification number for
Course Code
each course.

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Project Management TL and above Curriculum v7.0

----------------------- Page 1-----------------------Project Management Curriculum For Team Leader and above Document Owner: Academy and Domain Services – Global PMO Date: 29 June
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